TAM

Taurus Asset Management Portfolio holdings

AUM $986M
1-Year Est. Return 5.04%
This Quarter Est. Return
1 Year Est. Return
+5.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$808M
AUM Growth
+$87.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$8.14M
3
+$6.36M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$523K
5
CRM icon
Salesforce
CRM
+$226K

Top Sells

1
+$11.8M
2
+$5.07M
3
+$1.75M
4
AMZN icon
Amazon
AMZN
+$1.37M
5
BDX icon
Becton Dickinson
BDX
+$1.34M

Sector Composition

1 Healthcare 22.49%
2 Technology 17.81%
3 Consumer Discretionary 16.81%
4 Consumer Staples 13%
5 Financials 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$322K 0.04%
7,300
77
$321K 0.04%
2,300
78
$284K 0.04%
5,364
79
$260K 0.03%
4,317
-730
80
$247K 0.03%
4,000
81
$240K 0.03%
2,067
82
$232K 0.03%
1,753
83
$226K 0.03%
+898
84
$210K 0.03%
+1,635
85
$55K 0.01%
1,020
86
– –
-4,761
87
– –
-10,262
1 2 3
4